Overview
View-Only Access lets you invite teammates, managers, or external stakeholders to view your cash flow forecasts and reports directly inside Cash Flow Frog - no exports needed. They get the full interactive experience, including all your views and filters, while you stay in complete control of your data. Nothing can be edited, moved, or deleted by a view-only user.
This is especially useful when you want to walk a colleague through a forecast, get sign-off from a manager, or keep a stakeholder informed on an ongoing basis - without handing over editing rights or sending static PDF and Excel snapshots that go stale the moment something changes.
How to Grant View-Only Access
Click the Companies dropdown menu at the top of the screen.
Select Companies & Users from the menu.
Find the company you want to share and click the + Add user button next to it.
Enter the email address of the person you'd like to invite.
Change the access level from Full access to View only.
Send the invitation.
Your invitee will receive an email prompting them to log in or sign up.
Once they do, they'll have read-only access to that company's cash flow data.
What View-Only Users Can (and Can't) Do
| View-Only User |
View forecasts & reports | ✅ |
Switch between views | ✅ |
Use filters & controls | ✅ |
Edit transactions or data | ❌ |
Change settings | ❌ |
Add or remove users | ❌ |
💡 Tip: View-Only Access is granted per company. If you manage multiple companies in Cash Flow Frog, you can set different access levels for each one.